Intake Form

Intake Form

**Submission deadline for same day processing is 4pm CST, otherwise your file will be processed the following business day**
Are you submitting a buyer or seller transaction?*
Was this client referred to you by another agent?*

YesNo
Who is submitting this form? (Agent's Name)*

First NameLast Name
Which services do you require?*

$400 Silver$500 Gold$550 Platinum$150 MLS Input ONLYSend out representation documents for signature.
Address of Property*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Client's Full Name*

First NameLast Name
Client's Email*
example@example.com
Client's Phone Number*
Please enter a valid phone number.
Would you like to include a second client in all communications?*

YesNo
2nd Client's Full Name

First NameLast Name
2nd Client's Email
example@example.com
2nd Client's Phone Number
Please enter a valid phone number.
What does your TC team need to know about this client/transaction in order to give them a 10+ experience?*
Are there any details you can share that could help build rapport or better assist your client?
Lender's Email
example@example.com (If this is a cash deal, simply enter CASH)
Is the buyer purchasing this property as a primary residence or for investment purposes?*

InvestmentPrimary Home
What date are we aiming to list this property on the market?*
Photography Appointment Details:*
Would you like your TC to assist with scheduling the photography appointment? Has the seller provided a preferred date for the photos?
When will the for-sale sign and lockbox be delivered?*
I'll give the client a heads-up to keep them informed.
Do the sellers have a copy of the survey?*

Please ask them if they have a copyNo, they don'tYes, I have a copy of itThey are looking for it
Title company's email *
closings@titlecompany.com
Earnest & Option Money

They have already submittedPlease help my client submitTitle has already sent the instructions; please ensure they are submitted.
Inspection

Please help my client schedule an inspectionThe inspection has already been scheduledMy client is not doing an inspectionAgent will schedule the inspection
Please upload the fully signed and executed contract.

Cancelof
By signing below, you acknowledge that the information you have provided is accurate and complete, and you agree to the associated fees.
Signature*

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